Women financial advisors in Tampa, FL

As more and more women are growing their wealth, they are turning to financial advisors who can help them plan for their future. Many of the disadvantages that their grandmothers faced in the workplace and the home have been overcome, allowing women to build their own wealth and gain financial independence. Financial independence allows women to pursue their own goals and live life on their own terms.

Financial advisors who are women themselves are better equipped to understand the challenges women can face, because they occupy the same space in society. In the United States today, women control roughly $14 trillion worth of wealth, yet only 15% to 20% of financial advisors are women. Thankfully, women in Tampa, Florida, can turn to ProVise Management Group for experienced financial advisors who can help other women manage their wealth. 

Who are ProVise’s women CERTIFIED FINANCIAL PLANNER™ professionals?

• Sandy Risgaard—Sandy is a CERTIFIED FINANCIAL PLANNER™ professional with two decades of experience working with a wide variety of wealth advisory clients. She focuses on developing a deep understanding of each client’s definition of financial success, realizing that it may vary widely from client to client. 

Sandy helps clients navigate important life transitions and adapts plans as necessary over time. She meets with her clients regularly to evaluate their progress and recommend changes, while striving to always deliver advice in an easy-to-understand fashion.

She graduated from Miami University of Ohio with a Bachelor of Arts in international studies and then went on to earn her MBA from the University of Phoenix. 

• Susan Washburn— Susan has been working as an investment advisor representative in the state of Florida for 10 years before earning her CERTIFIED FINANCIAL PLANNER™ designation. She then relocated to the Tampa Bay area, joined ProVise Management Group and has been working with clients in the area ever since.

Born and raised in New England, Susan ventured south to attend Goucher College in Towson, Maryland, where she graduated with a Bachelors of Art in English. Four years later she continued her trek south to New Orleans and graduated from Tulane Law School.

• Nancy Croy Ramey — Nancy is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of business and financial planning experience, as well as being the current CFO of ProVise Management Group.

Nancy is a member of the Financial Planning Association of Tampa Bay and served on the board of directors for over five years. Nancy has also spent many of her recent years as both a board member and active member of several charitable organizations in the Tampa area, including nonprofits that benefit abused or neglected children and mentally ill adults, and organizations that help to end homelessness and empower women.

She graduated from Florida State University and obtained her master’s in business administration (MBA) with an emphasis in finance and accounting from the University of North Carolina at Chapel Hill.

Talk to a ProVise CFP® professional about working with women financial advisors today

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about working with financial advisors who understand women? Contact ProVise today to schedule a complimentary consultation.